Steward case

CASE-003395

Name and date of birth agree but no identifier (member ID, SSN, phone, email or address) confirms it.

OpenCheckpointckpt-run-mvfoap9e-60722workflow paused, state held

Side-by-side comparison

Incoming CLM-418079 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-418079incoming	#1MBR-041008Ann Webb 0.831 rec. Best evidence: NameDate of birth
Name	Ann Webb	Ann Webb
Date of birth	1950-10-01	1950-10-01
Member ID	UHC-30929-91	—
SSN	— •••-••-N/A	—
Phone	— 7393168	—
Email	ann.webb@icloud.com	—
Address	6699 Lincoln Way	—
City / state / ZIP	Los Angeles, CA, 90022	—
Group	GRP-0221	—
Plan	NAVIGATE-HMO	—
Sources, records	CLM1 record	TPA ×11 record

Evidence detail

How the scoring agent compared the incoming record to the record it matched inside each candidate

▶#1MBR-041008Ann Webb0.83

Matched against TPA-57986, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-57986Ann Webb1950-10-01Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:39852fe13261
Escalated CLM-418079, top score 0.83, candidates MBR-041008

AI recommendation

Advisory only; the steward decides

The model can read the same side-by-side evidence and suggest link, new or reject with a rationale. It never decides.

Steward decision

Recording a decision resumes the paused workflow and updates the graph immediately

Decision

Link to Ann WebbMBR-041008, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-418079 stays on its own golden identity, marked verified.New identityReject record (quarantine)The record's identity is quarantined; nothing downstream may act on it.Reject

Rationale *

At least 8 characters (0/8)

ActorJ. Okafor (Data Stewardship)

Choose an option

Checkpoint: ckpt-run-mvfoap9e-60722
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-036457
Opened: 2026-10-19 19:54:36
Top score: 0.83